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BHollis
September 26, 2023
Question

Recurring Transactions - Reminders List

  • September 26, 2023
  • 2 replies
  • 0 views

Normally when using the Reminders List, "used" items are removed from the list until their next date. Now, for whatever reason they aren't. In order to get them removed from the list, you have to select them and choose "skip" even though you aren't really skipping them. Does anyone else have this issue or know how to fix it? It's making things VERY confusing at the end of the month when you have to go back and verify all of them have been entered.

    2 replies

    M
    Mich_S
    September 26, 2023

    Hi there, @BHollis. I'm here to point you in the right direction for further assistance.

     

    Our team has initiated a new investigation (INV-91805) in response to the reports we've been receiving regarding recurring reminder templates next date not updating. Rest assured that our engineers are doing their best to fix it as soon as possible.

     

    I recommend contacting our Customer Care Support team so you'll be added to the list of affected users. This way, you'll receive email updates on the case's status and be notified once it's been resolved. I've added the steps below:

     

    Please note the business hours to make sure experts are available for help.

     

    1. Tap the (?) Help icon.
    2. Click on Talk to a Human.
    3. Enter a short description of your concern and press Enter.
    4. Select I still need a human.
    5. Choose Contact Us to connect with our live support.
    6. Select Messaging or Get a callback.


     

    You can also keep track of your created templates using this link: Review your transactions through the Recurring Template List report in QuickBooks Online.


    I'm also adding this module to learn more about what to do when templates don't run: Fix failed recurring transactions in QuickBooks Online.


    I appreciate your patience as we work through this. If you have any other concerns, please don't hesitate to drop a comment. Take care!

    M
    maidenphp
    October 1, 2023

    I'm having the same problem: In the "Reminders List", I see the reminder; then I click "Edit and Create" to record a payment and save it, successfully. The problem is that after I complete that task of recording a payment from that screen, the "Reminders List" never updates. It continues to show that reminder as if I had never taken action on it. How can we fix this to make the "Reminders List" update? Does anyone have any updates on this? Other QB support channels couldn't help me with this issue.

      Clark_B
      Clark_B
      October 1, 2023

      Hi there, @maidenphp. 

       

      Thank you for reaching out to the Community.

       

      The issue on recurring reminders template you're facing is under investigation (INV-91805). This is the reason why we're unable to save the reminder transactions. I recommend you contacting our Customer Care Support so you'll be notified once it's been resolved.

       

      Here's how :

      1. Sign in to your QuickBooks Online Company.
      2. Then Select Help (?)
      3. Select either tab to get started:
      • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still talk to the experts.
      •  Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:

                           ● Start a chat with a support expert.

                           ● Get a callback from the next available expert.

                           ● Ask the community to get help from businesses like yours. 

       

      For more detailed steps, please refer to this article: QuickBooks Online Support.

       

      In addition, this article could be of interest to you when creating future recurring payments :

       

      If there's anything else that I can help you with, please do not hesitate to reach out.

      E
      EvethC
      January 2, 2025

      Thank you for the efforts you've put in on your end, @scott218. I recognize how crucial it is to manage recurring transactions smoothly to ensure the accuracy of your data.

       

      Given that the issue persists despite attempts to resolve it on different devices, I suggest reaching out to our Customer Care Support team. They can investigate the issue more thoroughly and assist promptly.

       

      Let me assist you in connecting with our QuickBooks Live Experts:

       

      1. In the top right corner of your screen, click the Help (?) icon.
      2. Choose the Search tab.
      3. Select Contact Us and provide a topic to be connected to the right expert.
      4. Once selected, choose either through a Callback, scheduling an Appointment, or by starting a Chat.

       

      Additionally, for your convenience, we recommend checking your best support hours to contact our Live Experts, ensuring you receive timely assistance.

       

      For additional detailed steps, please refer to this article: QuickBooks Online Support.

       

      In addition, this article could be of help if you need to Schedule recurring transactions created with a template in QuickBooks Online.

       

      Anytime you need further assistance with your recurring transactions, feel free to reach out. We are available 24/7 and it would be our pleasure to assist you.

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